The AI Assistant
An overview of all the ways AI can help you create and edit SOPs.
Key Points (6)
What is the AI Assistant
The AI Assistant is a built-in tool that helps you create SOPs faster. It can generate complete SOPs from a topic, convert existing text into structured steps, edit SOPs using natural language, and transcribe voice recordings. Available on Pro plan and above.
From Topic
Describe what the SOP should be about, and the AI generates a complete SOP with title, description, and steps.
From Text
Paste an existing document, email, or notes. The AI restructures the content into clean, organized SOP steps.
Edit with AI
Give the AI a natural language instruction (e.g., "add a step about safety checks between steps 2 and 3") and it modifies your existing SOP. Changes are highlighted so you can review them before accepting.
Voice to SOP
Record yourself explaining a process. The AI transcribes the audio and generates a structured SOP from it.
Screen to SOP
Record your screen while performing a task. The AI captures screenshots and transcribes your narration to create detailed visual steps. Available on Business plan and above.